AFG

Atomi Financial Group Portfolio holdings

AUM $3.38B
1-Year Est. Return 32.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$445M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,232
New
Increased
Reduced
Closed

Top Buys

1 +$17.1M
2 +$13.4M
3 +$13.4M
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$13.1M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Top Sells

1 +$46.4M
2 +$22.3M
3 +$10.4M
4
COIN icon
Coinbase
COIN
+$7.3M
5
COMT icon
iShares GSCI Commodity Dynamic Roll Strategy ETF
COMT
+$6.27M

Sector Composition

1 Technology 12.31%
2 Financials 11.92%
3 Communication Services 6.25%
4 Consumer Discretionary 3.99%
5 Industrials 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KB icon
376
KB Financial Group
KB
$35.8B
$997K 0.03%
12,030
+720
VLO icon
377
Valero Energy
VLO
$67.2B
$997K 0.03%
5,858
+302
BSCP
378
DELISTED
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
$996K 0.03%
48,152
-9,807
URI icon
379
United Rentals
URI
$51B
$996K 0.03%
1,043
+190
TYL icon
380
Tyler Technologies
TYL
$16.1B
$993K 0.03%
1,899
-205
BRO icon
381
Brown & Brown
BRO
$25B
$988K 0.03%
10,530
-738
CM icon
382
Canadian Imperial Bank of Commerce
CM
$91.6B
$987K 0.03%
12,349
+1,541
DGT icon
383
State Street SPDR Global Dow ETF
DGT
$538M
$982K 0.03%
6,071
-436
VYMI icon
384
Vanguard International High Dividend Yield ETF
VYMI
$16.9B
$979K 0.03%
11,559
+5,779
TPR icon
385
Tapestry
TPR
$29.2B
$972K 0.03%
8,587
+1,037
AZO icon
386
AutoZone
AZO
$60.3B
$970K 0.03%
226
+19
CSX icon
387
CSX Corp
CSX
$74.3B
$968K 0.03%
27,265
+2,792
BLV icon
388
Vanguard Long-Term Bond ETF
BLV
$5.98B
$968K 0.03%
13,664
+1,249
ADI icon
389
Analog Devices
ADI
$154B
$966K 0.03%
3,931
-1,662
INFL icon
390
Horizon Kinetics Inflation Beneficiaries ETF
INFL
$1.5B
$965K 0.03%
21,601
+1,470
ORLY icon
391
O'Reilly Automotive
ORLY
$79.3B
$962K 0.03%
8,926
-379
QLTA icon
392
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.74B
$962K 0.03%
19,842
-112
IJJ icon
393
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.11B
$958K 0.03%
7,388
-20
QTUM icon
394
Defiance Quantum ETF
QTUM
$3.46B
$957K 0.03%
9,118
-169
CIBR icon
395
First Trust NASDAQ Cybersecurity ETF
CIBR
$9.97B
$953K 0.03%
12,532
+4,646
SPMD icon
396
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$15.8B
$948K 0.03%
16,583
+126
GM icon
397
General Motors
GM
$68B
$946K 0.03%
15,509
+2,339
RIO icon
398
Rio Tinto
RIO
$147B
$940K 0.03%
14,240
+6,606
FTNT icon
399
Fortinet
FTNT
$61.9B
$936K 0.03%
11,135
-1,661
VRTX icon
400
Vertex Pharmaceuticals
VRTX
$116B
$934K 0.03%
2,384
-141